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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,213 | $109,905+110.4% | $98,506+134.7% | $167,553+38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.80% | 1960.20%-1949.4pp | 1494.92%-1484.1pp | 478.89%-468.1pp |
| Employer contribution / active EE | $3,331 | $3,226+3.3% | $2,961+12.5% | $4,840-31.2% |
| Participant deferral / active EE | $6,817 | $4,674+45.8% | $4,277+59.4% | $6,343+7.5% |
| Admin fee / account holder | $16,694 | $6,760+147.0% | $5,955+180.4% | $12,316+35.5% |